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Estimateshow toFor admin · manager · team-member · Updated 2026-09-16

Creating an Estimate

Quote work for a client in AllTask and convert the accepted estimate into an invoice.

estimatesquotescreateaddsend

Create an estimate for a client, track its status, and convert an accepted estimate into an invoice.

  1. 1Create an estimate

    1. 1.Open Estimates from the main menu.
    2. 2.Select Add Estimate (top-right of the screen).
    3. 3.Select the client.
    4. 4.Add line items with quantities and rates.
    5. 5.Set taxes and discounts if applicable.
    6. 6.Save the estimate, then send it to the client.
    Tip: Check the totals before sending — estimates are part of your client discussions.
    Result: The estimate appears in the Estimates list with a status such as Draft, Sent or Accepted.

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